Watchlist for the upcoming MonthWatchlist, I am leaving the buy and hold or technical analysis to the trader.
90% Equity Allocation
T (AT&T) – One of the largest U.S. telecom operators. Known for wireless, broadband, and media services. Defensive dividend stock, often favored for income but less growth.
HWM (Howmet Aerospace) – Supplies aerospace components, particularly jet engine parts and fastening systems. Strong tie to aviation cycles and Boeing/Airbus demand.
PLTR (Palantir Technologies) – A data analytics and AI-driven company with heavy government and enterprise contracts. Popular among growth investors for its AI positioning.
TPR (Tapestry) – Parent of luxury brands like Coach, Kate Spade, and Stuart Weitzman. A play on consumer discretionary spending and global luxury markets.
CBOE (Cboe Global Markets) – A major U.S. options exchange. Benefits from high volatility and increased derivatives trading.
STX (Seagate Technology) – A storage solutions company, specializing in HDDs and increasingly in data center storage. Sensitive to tech hardware cycles.
VST (Vistra Corp.) – A Texas-based power generator and retail electricity provider. Recently a big beneficiary of U.S. grid transition and power demand growth.
LDOS (Leidos Holdings) – Provides defense, IT, and engineering services. A government contractor with exposure to cybersecurity and national defense budgets.
RTX (RTX Corporation / Raytheon Technologies) – Aerospace & defense giant. Combines Pratt & Whitney engines and Raytheon defense systems. Key player in defense spending.
RPRX (Royalty Pharma) – Buys pharmaceutical royalties, giving exposure to drug revenues without direct R&D risks. A unique business model in biotech financing.
NFLX (Netflix) – Streaming leader. Strong global brand with massive original content library. Faces competition from Disney+, Amazon Prime, etc., but maintains scale advantage.
PM (Philip Morris International) – Tobacco company with a pivot toward smoke-free products (IQOS). Strong global distribution, especially outside the U.S.
AVGO (Broadcom) – A semiconductor and infrastructure software powerhouse. Key supplier to Apple and data centers. Huge in AI-driven chip demand.
UAN (CVR Partners LP) – Produces nitrogen fertilizer. Highly cyclical, tied to agricultural demand and natural gas pricing.
10% 2x Leverage Allocation
CAKE (Cheesecake Factory) – U.S. casual dining chain. Consumer discretionary, sensitive to economic cycles and inflation.
NVDA (NVIDIA) – AI and GPU leader. Critical to data centers, gaming, and autonomous vehicles. Market darling in AI revolution.
TSLA (Tesla) – EV leader, also expanding into energy storage and AI-driven autonomous driving. Strong growth but highly competitive sector.
GEV (GE Vernova, the energy spinoff of General Electric) – Focused on renewable and grid solutions. Plays into global decarbonization and power infrastructure demand.
MMM (3M) – Diversified industrial conglomerate (healthcare). Currently restructuring amid legal challenges, but historically a strong dividend payer.
